Installation Company ERP / CRM


How To Send the Customer a Receipt

To Do This:

  1. Add a payment against the invoice as normal. Always remember to save the details.
  2. Head to your Templates tab and select ‘Customer Statement’ in either PDF or Word. Remember opening in Word enables you to edit the document.
  3. Open the Statement in PDF if you do not need to edit it. Check over the document to make sure you are happy with it.
  4. Once happy, you can email the Statement straight over to the customer.

Thank you for watching our how-to video on How To Send the Customer a Receipt, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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